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The Strikas Kaman Group

Private Wealth Advisors

540 W MADISON ST, SUITE 2020

CHICAGO, IL 60661

312.325.2632

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About us

Our Services

The Private Banking and Investment Group at Merrill Lynch focuses on the delivery of innovative financial strategies for families and institutions of significant wealth. By combining the global resources of Bank of America-Merrill Lynch with the intimacy and one-on-one relationships of a boutique private bank, our team assists clients with the multi-faceted issues affecting ultra-affluent investors. The Strikas Kaman Group has extensive experience assisting clients within a wide range of financial disciplines and practices including:

  • Assisting in strategic investment planning
  • Net worth analysis and wealth allocation
  • Alternative investment strategies
  • Tax-optimization investment strategies
  • Discretionary portfolio management
  • Family wealth preservation, growth, and transfer strategies
  • Concentrated stock risk management
  • Lending services through Bank of America, N.A.
  • Helping clients manage the complexities associated with substantial family wealth
  • Our Investment Philosophy

    We provide customized investment solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. Through a collaboration with our clients and their trusted advisors, our team provides advice based on each clients’ unique estate plan, tax status, risk appetite, liquidity requirements, and philanthropic objectives.

    We are committed to an open-architecture investment culture that leverages the unique due diligence and research capabilities of Bank of America Merrill Lynch to provide exclusive access to world-class third party asset managers for all asset classes in the most cost-efficient manner. Our alternative investment platform is one of the most extensive available at any firm. We are supported with leading economic and market insights by Bank of America-Merrill Lynch Research which has been honored as #1 in its field by Institutional Investor Magazine for the past 5 consecutive years.

    Our Clients

    Bank of America-Merrill Lynch, through its affiliates, serves clients in more than 150 countries and has relationships with 64% of Forbes 400 families and over 53% of Fortune 500 CEOs. The Strikas Kaman Group is privileged to work with a select group of clients that have net worth ranging from $10 million to over $1 billion. Our clients are leading entrepreneurs, affluent families and family offices, C-suite executives, private business owners, family foundations, and medium-sized institutions.

    Our Commitment to Clients

    Our goal is to carefully listen to you so we can appreciate your values, understand who you really are, and fully comprehend what you want to accomplish. By understanding those values, we can help provide a framework for making financial decisions with clarity and confidence. At the core of our service model lies a commitment to providing the personal attention and outstanding service that we believe significant wealth deserves.

    Our team draws on a Merrill Lynch’s vast network of investment specialists, wealth strategists, global capabilities and innovative strategies to help individuals and families to perpetuate wealth, satisfy life goals, preserve financial independence and shape a legacy. We help clients address issues such as philanthropy, multigenerational wealth transfer and tax minimization.

    International Focus

    For the past 25 years, the Strikas Kaman Group has been advising international entrepreneurs, affluent families, and family offices. Our position within Bank of America-Merrill Lynch grants us access to the exclusive resources of a global financial industry leader, lending a unique perspective and allowing us to cater to the leading trends of our international client base. The team maintains physical office locations abroad to more effectively deliver a high level of service regardless of location. Our focus is to provide unique investment resources to international investors that are both complementary to their investments and not easily accessible to investors outside of the U.S.



    __________________________________

    Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

    Some or all alternative investments may not be suitable for certain investors.

    For the fifth year running and since the recognition's inception, Bank of America Merrill Lynch was named Institutional Investor magazine's "Top Global Research Firm of 2015." This was achieved by BofA Merrill Lynch Global Research winning 242 total team positions — more than any other firm — in the 12 Institutional Investor research team surveys published this year. Institutional Investor magazine announced BofA Merrill Lynch Global Research as the Top Global Research Firm for 2011, 2012, 2013, 2014 and 2015 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. For more information about this award, go to http://www.iim.ag/topfirms.

    Meet the team

    Back to team

    Al Strikas

    Managing Director

    Intl Private Wealth Advisor

    312.325.2629

    312.325.2629

    algis_strikas@ml.com

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    Daniel Kaman, CIMA®

    Senior Vice President

    Private Wealth Manager

    312.325.2631

    312.325.2631

    daniel_kaman@ml.com

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    Brandon Evans, CIMA ®

    Private Wealth Analyst Investments

    312.325.2726

    312.325.2726

    brandon.evans@ml.com

    Add to address book

    Read Bio


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    Meet the team

    Al Strikas

    Managing Director

    Intl Private Wealth Advisor

    312.325.2629

    312.325.2629

    algis_strikas@ml.com

    Add to address book

    Read Bio

    Daniel Kaman, CIMA®

    Senior Vice President

    Private Wealth Manager

    312.325.2631

    312.325.2631

    daniel_kaman@ml.com

    Add to address book

    Read Bio

    Brandon Evans, CIMA ®

    Private Wealth Analyst Investments

    312.325.2726

    312.325.2726

    brandon.evans@ml.com

    Add to address book

    Read Bio